Are you a ParaPlanner, Practice Manager, Marketing Specialist, Advisor Assistant or a Financial Advisor looking to join an established team?

We are constantly searching for best-of-breed talent for the advisory practices we support. If you have a track record in the field of wealth management and are looking for a new home, we might be able to help. We provide practice management coaching to extremely high-end advisory practices. We aren’t a job board or a headhunter, but we do help quarterback our clients’ searches for new team members.

If you’re an industry professional and would like to submit your resume, please email it, along with a brief note describing the opportunity you’re seeking. Please also indicate whether you are willing to relocate. By submitting your resume, you are giving The Gifted Practice permission to share your resume with potential employers. There is no cost to this service.

Submit resume with cover note to:



Handshake and teamwork